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Aging at Home as Part of a Village

CFP Estate Planning Estate Planning for Gay Couples Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Financial Services Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor Long Term Care Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management February 26, 2020 Author: Deborah Doyle

Aging at Home as Part of a Village The Baby Boomer population is aging which means .retirement is on the horizon. Many are giving more thought to where they will be living during retirement years, accessibility to medical care, and social circles. Many seniors preferring to “age at home” rather than a typical nursing facility. […]

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What the SECURE Act Means for You

CFP Financial Advice Financial Planner Financial Planning Financial Services Investment Advisor Kids Financial Registered Investment Advisor Retirement Planning RIA Tax Planning Wealth Management December 30, 2019 Author: Deborah Doyle

What the SECURE Act Means for You As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After […]

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Where is Your Paycheck Going?

CFP Financial Advice Financial Advisor Financial Advisor for LGBT Couples Financial Planner Financial Services Holiday Spending TIps Retirement Advice Retirement Planning RIA November 5, 2019 Author: Deborah Doyle

Spending Trends Let’s take a deeper look into where the average American’s income goes and how much is left to save, invest and pay down debt. How do your spending habits compare? 78% of Americans state that they are living paycheck to paycheck just to make ends meet. 75% of workers say that they are […]

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How to use Artificial Intelligence During your Job Search

CFP Financial Advice Financial Advisor Financial Planner Financial Planning Investment Advisor Registered Investment Advisor July 2, 2019 Author: Deborah Doyle

How to use Artificial Intelligence During your Job Search Recruiting has drastically changed over the last few years. Employers today are increasingly using artificial intelligence (AI) to sort through resumes for each job opening. AI allows companies to instantly search through resumes to find the applicants that best match what they are seeking. While this […]

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Women and Wealth Management

Certified Financial Planner CFP Financial Advisor Financial Advisor for LGBT Couples Financial Planner Financial Planning for Women Financial Services RIA Wealth Management January 31, 2019 Author: Deborah Doyle

Women and Wealth Management In the past, women were expected to get married, raise children, keep the house clean, and rely entirely on men for financial support. Today, the world is an entirely different place. Women have made strides in closing the wage gap, shattering record numbers as college graduates, and building long-term standing careers. […]

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Financial New Year Resolutions

CFP Employee Benefits Financial Advisor Financial Planning Financial Services Health Benefits January 7, 2019 Author: Deborah Doyle

Financial New Year Resolutions The beginning of a new year is a very popular time to set goals, make plans and resolutions for improving oneself and quality of life. Your resolution list should especially include a few financial resolutions. Make Financial Goals: Identifying what your financial goals are is the first step. Consider breaking down […]

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